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Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,558
Closed -$207K – 431
2024
Q3 		$207K Buy
+4,558
New +$200K ﹤0.01% 421
2023
Q3 		– Sell
-5,724
Closed -$222K – 406
2023
Q2 		$222K Sell
5,724
-141
-2% -$5.24K 0.01% 391
2023
Q1 		$222K Sell
5,865
-89
-1% -$3.48K 0.01% 378
2022
Q4 		$220K Sell
5,954
-56
-0.9% -$2.1K 0.01% 368
2022
Q3 		$205K Sell
6,010
-822
-12% -$31.1K 0.01% 372
2022
Q2 		$246K Buy
+6,832
New +$265K 0.01% 347
2020
Q1 		– Sell
-6,133
Closed -$200K – 306
2019
Q4 		$200K Buy
+6,133
New +$191K 0.01% 285

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return